OPPO与vivo近期正式拒绝了三星电子针对2026年第三季度存储产品的报价方案[1]。该轮报价涨幅约为20%[1]，较此前第一季度（90%至95%）和第二季度（58%至63%）的涨幅已有所回落[1]。这一举措意味着国内TOP6手机厂商中已有多家对供应商的涨价要求进行抵制[1]。
存储芯片成本压力持续高企。自2025年下半年起，存储芯片价格持续暴涨，与2025年同期相比，内存成本累计涨幅已接近300%[1]。这导致存储芯片在整机物料清单中的占比大幅上升，从过去的10%至15%飙升至20%以上，部分低端机型甚至达到30%至60%[1]。手机厂商通过多元化供应体系和国产存储厂商的支持来抵抗涨价压力[1]。
长鑫存储已成为全球第四大DRAM生产商，市场占有率达7.67%[1]，这为国内手机厂商拓宽供应渠道、降低对三星等国际大厂的依赖提供了新的选择。
Escalating tensions between major smartphone manufacturers and memory suppliers have intensified, with several of China's top six handset makers formally rejecting price increases on storage components. OPPO and vivo have recently declined Samsung Electronics' proposed pricing for third-quarter 2026 storage products, which carry an approximately 20% premium [1]. This marks a significant pushback against rising memory costs that have strained manufacturers' supply chains and profit margins.
The price resistance comes as storage chip costs have surged dramatically since the second half of 2025, driven partly by increased demand for AI computing capabilities [1]. Compared to the same period in 2025, cumulative memory cost increases have approached 300% [1]. The financial impact is substantial: storage components' share of total bill-of-materials costs has ballooned from a historical 10–15% to over 20%, with budget-tier devices sometimes facing allocations of 30–60% [1]. While Samsung's latest quoted increase of approximately 20% represents a moderation from earlier increases of 90–95% in the first quarter and 58–63% in the second quarter [1], manufacturers remain unwilling to absorb the higher costs.
Handset makers are responding through supply chain diversification and partnerships with domestic memory producers [1]. Chinese chipmaker Changxin Memory has emerged as a key alternative, now ranking as the world's fourth-largest DRAM manufacturer with a 7.67% market share [1], offering manufacturers leverage in their negotiations with traditional suppliers.
